Sustainable Investing
Our sustainable investing capabilities leverage investment expertise, deep research, proprietary solutions, and robust reporting to give investors a range of choices and insights to support them in achieving their sustainability-related goals and invest with confidence.
Our sustainable investing capabilities
The ability to develop flexible and tailored solutions is important to help meet the variety of unique needs and risks investors face. Through partnership with our clients, data-driven analysis, and a commitment to seek long-term value creation, we help investors pursue their unique sustainable investment objectives.
Our sustainable investment offerings include:
- Systematic beta and index tracking investment solutions
- Alpha-seeking investment solutions
Latest Statement
State Street Investment Management has redefined its signatory status Net Zero Asset Managers (NZAM) to our European entities.
Our latest thinking
Through our investment insights, reporting capabilities, and advanced analytics, we seek to ensure investors have access to the information and tools they need to understand and assess sustainability characteristics in their portfolios.
Customized solutions
We understand that our clients view their portfolios — and, in turn, their sustainable investing objectives — holistically. We seek to be a strategic partner to our clients and are able to incorporate sustainable investing criteria across equities, fixed income, and other asset classes for investors with sustainable investment objectives.
We employ an iterative, consultative process when partnering with clients to help ensure all relevant objectives and investment concerns are taken into consideration. Our process includes inputs from across the organization, including insights and expertise from:
- Research Teams
- Traders and Portfolio Managers
- Investment Strategists
- Risk Management Professionals
- Data Analytics & Reporting Specialists
By partnering with clients and collaborating with our research and investment colleagues, we are able to design bespoke solutions that help our clients align their sustainability-related objectives with their investments.
Climate investing capabilities
We offer a range of climate and sustainability-related solutions to support client objectives and evolving disclosure and reporting frameworks, where applicable.
- Net Zero Alignment – Strategies that use climate-science models and scenarios to seek to achieve multiple goals, e.g. reductions in carbon, fossil fuel and brown revenues, improvements in green revenues, etc.
- Carbon Reduction –Aim to lower carbon emissions at targeted tracking error levels
- Climate Risk Mitigation – Seek to reduce climate risk across a range of forward and backward-looking climate metrics, including carbon emissions, carbon risk management ratings, physical risk, and transition risk
- Product Involvement/Screens – Tailored product involvement screens for negative screening
Enabling investors' sustainability objectives
We have extensive experience helping institutional investors integrate sustainability-related objectives into their investments.
We are committed to offering investment solutions, proxy voting, and stewardship capabilities to provide choice and facilitate clients in achieving their sustainable investing objectives.
Launched our first multi-asset mandate applying negative sustainable investing screening. 1
Launched our first equity index mandate applying negative sustainable investing screening.
Launched our first fixed-income index mandate applying negative sustainable investing screening.
We have extensive experience helping institutional investors integrate sustainability requirements into their investments and have been a signatory to the Principles for Responsible Investment (PRI) since 2012.
We are committed to offering investment solutions, proxy voting, and stewardship capabilities to provide choice and facilitate clients in achieving their sustainable investing objectives.
Launched our first green bond strategy.
Launched a low-carbon ETF.
Launched a fossil fuel reserves-free ETF. Launched the industry’s first green bond index fund.
Launched a customizable climate investment solutions framework across equity and corporate bond strategies.
Launched proprietary corporate sustainability score
We have extensive experience helping institutional investors integrate sustainability requirements into their investments and have been a signatory to the Principles for Responsible Investment (PRI) since 2012.
We are committed to offering investment solutions, proxy voting, and stewardship capabilities to provide choice and facilitate clients in achieving their sustainable investing objectives.
Launched a climate corporate bond strategy. Enhanced reporting capabilities to support the Task Force on Climate-related Financial Disclosures (TCFD) reporting of UK pension plans.
Launched the Proxy Voting Choice program to empower clients to direct the proxy voting of shares owned by the eligible funds and segregated accounts in which they are invested.
Launched a new active climate- transition equity strategy. Enhanced our proprietary equity and fixed-income climate frameworks to incorporate forward-looking metrics. Announced a new client-driven Sustainability Stewardship Service to support clients who wish for more engagement with portfolio companies on certain sustainability topics.
Launched the Sustainability Stewardship Service in response to client feedback for more choice in stewardship approaches.
Team and track record
We have a long-standing sustainable investing track record, as well as dedicated Sustainable Investing and Asset Stewardship teams covering data and research, integration and strategy, and engagement and voting. We leverage additional sustainable investing resources within our investment, marketing, and reporting teams.
Nature in focus
Exploring how surveyed EMEA asset owners are approaching nature and biodiversity-related investing
Sustainability data platform
Sustainable investing requires tools to measure, manage, and disclose the risks and opportunities within an investment portfolio.
Our sustainability and research platform includes multiple datasets from a number of data providers, leveraging thematic information from leading third-party vendors. These datasets cover a range of matters including sustainability ratings and scores, thematic sustainability topics e.g. climate , corporate governance, controversies, and product involvement.
Our multi-source data architecture, combined with our proprietary sustainability insights, provides us with the expertise and flexibility needed for data collection and integration. We utilize a variety of data sources and metrics to manage investment solutions tailored to the unique needs of our clients.
Asset stewardship
Our Asset Stewardship program is centered on the pursuit of long-term value for our clients’ portfolios through voting at shareholder meetings and engaging with the companies in which we invest on behalf of our clients. Our Asset Stewardship program focuses on three broad principles: effective board oversight, disclosure, and shareholder protection. These principles serve as the foundation for our engagement and voting activities.